TC
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Trium Capital’s Estee Lauder EL Stock Holding History

Trium Capital’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24,911
Closed -$2.48M – 50
2024
Q3 		$2.48M Buy
24,911
+16,463
+195% +$1.56M 1.14% 30
2024
Q2 		$899K Sell
8,448
-880
-9% -$115K 0.32% 65
2024
Q1 		$1.44M Buy
9,328
+340
+4% +$48.2K 0.54% 41
2023
Q4 		$1.31K Sell
8,988
-10,976
-55% -$1.46M 0.11% 35
2023
Q3 		$2.89K Hold
19,964
– – 0.05% 31
2023
Q2 		$3.92K Buy
19,964
+5,172
+35% +$1.1M 1.1% 29
2023
Q1 		$3.65M Buy
14,792
+399
+3% +$101K 1.54% 27
2022
Q4 		$3.57M Buy
+14,393
New +$3.21M 1.63% 32

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State Street
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IFP
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JP Morgan Chase
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Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return